Pathmonk + SharpSpring

Add new SharpSpring form fillout events as leads in Pathmonk

Elevate your customer engagement processes with this seamless workflow. When a new form is filled out in SharpSpring, it instantly creates a new lead in Pathmonk. This automation ensures you never miss a potential customer's details, keeping your business on top of every opportunity. It provides maximum efficiency, eliminating the need for manual data transfer between the two platforms.

When this happens...
New Form Fillout Event
When a lead fills out a form in SharpSpring.
TriggerPolling
automatically do this!
Add Lead
With this action other external tools can notify Pathmonk when a new lead capture for example, booking a meeting in calendly, hubspot, salesforce....
ActionWrite

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Supported triggers and actions

New Account
A new Account is created in SharpSpring.
Trigger
Polling
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

New B2B Prospect
Triggers when a new Business prospect visits a website.
Trigger
Instant
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New Lead
Triggers when a new lead is captured in Pathmonk.
Trigger
Instant
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New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
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New Lead
When a lead has been created in sharpspring.
Trigger
Polling
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
- Goal IDRequired
Trigger
Instant
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- External IDRequired
- Filter Value
- Subfilter
Action
Write